Best Investors Account Sign in
Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-30
TX RA APPROVED 2026-04-30
  • IL RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED
    Since 2026-04-30

Branch Locations

585 East Palatine Rd, Arlington Heights, IL 60004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Arlington Heights IL 04/2026 Present
Jpmorgan Chase Bank, N.A. Arlington Heights IL 04/2026 Present
Xgg Collectibles Pingree Grove IL 05/2023 Present
Fidelity Chicago IL 04/2021 06/2025
Merrill Lynch Rolling Meadows IL 07/2017 03/2021
Unemployed Lake In The Hills IL 06/2017 06/2017
Whichwich Madison WI 10/2016 05/2017
University Of Wisconsin Madison WI 09/2013 05/2017
  • 04/2026 → Present
    Arlington Heights, IL
  • 04/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Arlington Heights, IL
  • 05/2023 → Present
    Xgg Collectibles
    Pingree Grove, IL
  • 04/2021 → 06/2025
    Fidelity
    Chicago, IL
  • 07/2017 → 03/2021
    Merrill Lynch
    Rolling Meadows, IL
  • 06/2017 → 06/2017
    Unemployed
    Lake In The Hills, IL
  • 10/2016 → 05/2017
    Whichwich
    Madison, WI
  • 09/2013 → 05/2017
    University Of Wisconsin
    Madison, WI
Previous Registrations
Other Businesses

NAME OF OTHER BUSINESS:XGG Collectibles IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Pingree Grove,IL,60140,USA NATURE OF OTHER BUSINESS:Selling shoes, sports cards, collectibles online YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2023-05-15 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:10 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Selling shoes, sports cards, collectibles online Packing and shipping products IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-21
  • S66 Uniform Combined State Law Examination
    2017-11-21
Other Names
  • Zachary Perez
  • Zachary Tayler Perez
  • Zach Tayler Perez

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Arlington Heights, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor